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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
LWM
5751
Lakeridge Wealth Management
Ohio
$194M +$11.6M +6% 0.27% 160 9.38%
LA
5752
Lane & Associates
New Jersey
$194M +$9.88M +5% 0.27% 126 14.29%
EFP
5753
Envision Financial Planning
Tennessee
$194M +$3.55M +2% 2.52% 32.1% 46 21.74%
SWM
5754
Shelton Wealth Management
Texas
$193M +$9.23M +5% 2.02% 88% 167 40.12%
FIA
5755
FNY Investment Advisers
New York
$193M -$14.3M -7% 2.38% 307% 1,026 64.62%
TCG
5756
Transcendent Capital Group
Oklahoma
$193M -$1.59M -0.8% 2.48% 495 16.97%
BI
5757
Berkeley Inc
Idaho
$193M -$150M -44% 0.62% 40.9% 69 10.14%
RF
5758
RHS Financial
California
$193M -$5.36M -3% 2.69% 57.8% 149 19.46%
KCM
5759
KM Capital Management
Texas
$193M +$6.08M +3% 0.4% 60.8% 48 14.58%
EECFX
5760
EnCap Energy Capital Fund X
Texas
$193M -$37.7M -16% 16.3% 1 0%
SWP
5761
Significant Wealth Partners
Illinois
$193M -$14K -0% 3.91% 124 67.74%
BCP
5762
Blackhawk Capital Partners
Wisconsin
$193M +$5.88M +3% 4.9% 87.2% 146 27.4%
TS
5763
TradeWell Securities
Indiana
$193M 4.96% 39
BCA
5764
Ballentine Capital Advisors
South Carolina
$193M -$6.33M -3% 2.74% 29 0%
GCM
5765
Granby Capital Management
Florida
$193M -$289K -0.1% 0.87% 50% 23 17.39%
RTL
5766
Red Tortoise LLC
Georgia
$193M -$7.62M -4% 4.14% 43.7% 621 15.14%
CCP
5767
Clarity Capital Partners
California
$193M +$23.5M +14% 25.3% 143 16.08%
CIA
5768
Citadel Investment Advisory
Ohio
$193M +$2.76M +1% 1.75% 67.4% 83 3.61%
CI
5769
Chartist Inc
California
$193M -$1.7M -0.9% 2.13% 25 0%
AFTS
5770
American Financial & Tax Strategies
New York
$193M -$4.09M -2% 1.84% 92 2.17%
CP
5771
Creekside Partners
California
$193M -$489K -0.3% 1.17% 168 4.17%
MPW
5772
Melone Private Wealth
Michigan
$193M +$4.66M +2% 2.17% 30.3% 52 7.69%
BA
5773
Baugh & Associates
Georgia
$193M -$1.28M -0.7% 0.73% 83.8% 40 2.5%
PCC
5774
Perry Creek Capital
New York
$193M -$43.3M -18% 1.2% 51.2% 12 8.33%
SGWM
5775
Sterling Group Wealth Management
California
$193M +$4.16M +2% 0.91% 67.7% 65 6.15%